Billiyo for Caregiver App
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      Caregiver App Overview

      With the Billiyo Caregiver app, you can work with clients, review their information and communicate with the back office. In this article we will walkthrough entire billiyo Caregiver App.

       

      This article offers a complete overview of the entire caregiver app. To see an individual feature or process in more detail, please consult its featured article

       

      Jump to:

      1. Login

      2. Home

          2a. Select & View Client

          2b. Clock In

          2c. Clock Out

          2d. Shift Summary

          2e. Viewing & Editing Completed Schedules

          2f. Creating Schedules

          2g. GPS Navigation

      3. Schedule 

          3a. Viewing Schedules

      4. Patient 

      5. More

      Tip:  Visit the Submitting Schedules without 'Clock In/Clock Out' (no EVV) article for non-EVV and non-clock in/out schedule instructions.

       

       

      Login to the Billiyo for Caregiver App

      • Enter your Username and Password. 
        • If you don't have a username and password, you can create one with mobile app (see Register below) or ask your administrator to create one for you through the User Account page. 
      • To create your own log in information with the app follow these steps:
        • Launch the App and tap Register Here.
        • Enter your UMPI/Provider Number OR your First Name, Last Name and Phone Number.
          • When entering your information, make sure there are no spaces before or after the numbers or names. Phone number must be entered without special characters (i.e. 6121234567)


        • If you work for more than one agency that is using Billiyo, select the appropriate company. Then, create a Username and Password. The password must contain at least 4 characters with at least 1 letter and 1 number.

      If you work with multiple agencies, you will need to create multiple accounts and the usernames have to be unique for each account.

        • Once you finish creating your account, contact your agency administrator and ask them to "allow access" for your account. 
            To sign in, use the same username and password you entered when setting up your account.

      • Note:  You can ask your administrator to create a user account for you following this User Account link.   

       

      Home Screen

      Image

      In the home screen you can review your schedules for the upcoming week and, with the integrated map, check where the client lives. We can also use the home screen to clock in and out of EVV compliant visits (click here to see how to work non-EVV visits).


      Select and View Client
      If you work for more than one client/patient, you will need to make sure that correct client is selected. You can see which client is select by looking at the name at the to of the screen.

      You can filter for a different clients with with the Filter   icon in the top right corner of the screen.  With this filter you can also adjust the days that you want to see schedules for. So, if you want to see a visit from a month ago, then you can adjust the dates accordingly.

      If you have an EVV appointment on the schedule, the blue 'Clock In' button will appear at the bottom of the Home screen.

      • You may also see several icons within the client appointment cell:
                                           
        •   Tap to view schedule details for the appointment. Here you will see the scheduled start and end time, and services to provide according to the care plan.
        •   Tap to cancel the appointment. You will be prompted to choose a cancelation reason (i.e. hospitalized, client canceled, etc.) You can provide additional details in the comment box.
        •   Tap to track miles to the client's location. This is only available for appointments on the very next Schedule.

       
       
       

       

      Clock In

              • Tap the blue Clock in
        button. You will be asked to confirm your intent to clock in.  

      Warning:  If you forgot to clock out from a previous appointment, you will be asked to clock out before clocking in for a new appointment.

                                                      

       

      Note: You cannot clock in unless you are scheduled for a shift. If you do not see a shift scheduled, call the office, unless you are a Caregiver Enhanced user, in which you can create your own schedule by tapping the plus icon in the top right corner.

       

            c. Clocking Out

        • When you are done with your shift, tap the blue 'Clock Out' button from the Home screen.

                                                                   

       

           d. Shift Summary
                       

        • After tapping clock out, give a short summary of the services provided . You can also include any need-to-know information like:

          • Client was not feeling well 
          • Client refused certain services
          • Client had to cut shift short
        • Tap Next

      Note:  Although not required, please ensure that you are adding information to support the amount of time that you are documenting for services. For example, if you document 2 hours,  your summary should support that time. Please be brief but detailed in this area. 

        • Services to be completed are documented on this screen based on the client's Care Plan.
          • Place a checkmark next to the completed services by tapping on the box next to the corresponding service . 
            • If you did not work on a service (i.e. Make Bed ) uncheck the box next to the service and document the reason as 'Refused' or 'Skipped'. A Remarks field will become available to add optional comments.
            • If you accidentally unchecked a service that you performed, simply choose 'Completed' as a reason on service status pop up.
          • You can add or subtract time spent on each service by toggling the plus and minus icons,  though this is not required.   
          • Tap Next
              

      Tip:  The time added to each service must match the time you worked. If not, you will receive a warning message. At this point, adjust the service times to reflect the time you worked.

      Warning:  If you have 'checked' more than one service and added a time for one service, you must also add a time for the remaining checked services.  

        • Request a signature from the client. This is to indicate that they are successfully signing off on the shift. 
        • You (as a caregiver) will then sign and initial, indicating that all of the information you have provided is accurate.
        • Tap on 'Complete' to finish documentation of this shift.
        • If you and/or the client cannot provide a written signature, you may type the signature by checking the box next to 'Type Signature'.

                     
                                                           

        • You have successfully submitted your time worked along with your documentation.

       

              e. Viewing Completed Schedules

        • Tap the Calendar  icon in the top left corner of the Home screen.
        • You will see a list of scheduled appointments you have completed.
        • To edit a completed schedule, tap the appointment.
        • Tap the pencil  icon in the top right corner to make edits to the Remarks or Services. 

           

         

               f. Creating a Schedule

        Note:  For Caregiver Enhanced users, you can create schedules using the mobile app rather than the office creating your schedules.

          • Tap on the plus icon in the top right corner on the  screen.
          • Select the Client, Service Authorization, Start date & time, and End date & time.
          • Select 'Auto Clock In' if you would like to automatically clock into the appointment after you have created it. Make sure to uncheck this if you want to create a schedule (i.e. for choice clients).
          • Tap 'Create Schedule'.
          • The newly created appointment will appear on the Home screen. 

                     

               

        g. GPS Navigation

          • After ensuring the right client is selected, you will notice pinpoints on the map. These show your current location and the client's location. 
          • Select the blue navigation arrow for turn-by-turn directions to the client's location (if needed). 

                                     

         

        3. Schedule Screen

                 a. Viewing your Schedule

          • Tap the 'Schedule' icon on the bottom ribbon.
          • You can filter by date and client by tapping on the Filter  icon in the top right corner.
          • If the schedule is an EVV enabled schedule, you will not be able to edit the schedule and you must complete the schedule in the Home screen.
          • Non-EVV schedules can be worked from this page. To see how to do this, please review this article.

                       
              

         

        4. Patient Screen

                 a. Basic Info tab- See basic demographic and care information like Client name, address, phone number, allergies, etc.

        This information is pulled from the client profile

         

                 b. Medication tab- View a list of the client's medications and associated details such as dose and administration instructions if the care coordinator added medications for the client. 

        Note:  The Medications and Electronic Medication Administration Records (eMAR) system can be accessed in the clinical app.

                 c. Notes tab - View and Create Caregiver notes and attachments.

                        

         

        5. More Screen

        • The 'More' screen allows you to:
          • Log out
          • Review Error Reports
          • Review Notifications
          • View Care Plans
          • Review Completed Schedules
          • View and send in-App Messages to the office
          • Set your Availability
          • View and sign up for Available Shifts
          • Add and View Expenses
          • View and create Incident Reports
          • Add your Trackable Licenses
          • Watch the app Tutorial Videos 
          • Set up user-specific Settings to receive notifications before and after scheduled appointments. Also select the language the app will display.
          • View the Billiyo Privacy note and Licenses
          • Delete your account.
                                                

          DISCLAIMER: No real Client or Employee information was used